Atlanta, GA Office
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Monterey Wealth
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About
Monterey Wealth provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), as well as corporations and pension and profit‑sharing plans. The firm’s brochure describes asset management (both discretionary and non‑discretionary), financial planning, company‑sponsored retirement plan consulting, and management of “held‑away” retirement assets through a third‑party platform.
The brochure states Monterey Wealth tailors advice to client objectives, time horizon and risk tolerance and employs a range of methods including asset allocation, dollar‑cost averaging, technical analysis, and both short‑ and long‑term purchase strategies. It reports a larger dollar amount in non‑discretionary AUM (about $162.5M) than discretionary AUM (about $137.6M), and uses Schwab Institutional for custody while using Pontera to review and rebalance held‑away accounts.
Distinctive details disclosed in the brochure include that some representatives are licensed insurance agents who may offer commissionable insurance products (the firm notes this activity may consume up to 30% of their time) and that the firm uses client testimonials in its advertising. The brochure also notes ownership by Monterey Financial Partners, Inc. (80%) and Duncan Financial Partners, Inc. (20%) and affirms the firm does not charge performance‑based fees.
Based on Monterey Wealth
Expertise
Based on Monterey Wealth
Location
200 Ashford Center North, Suite 310
Atlanta GA 30338
Advisors at this office
3
Advisors at this office
David D
CFP®, Series 66
Atlanta, GA
Monterey Wealth
David Duncan is a CFP® with nine years of industry experience, currently serving as a financial advisor at Monterey Wealth since 2020. Prior to joining Monterey Wealth, he worked at LPL Financial and Triage Consulting Group. He is also a licensed independent insurance agent in Atlanta, Georgia. Monterey Wealth provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as corporations and pension plans. The firm’s approach includes tailored asset management and retirement plan consulting, using various strategies such as asset allocation and technical analysis.
Richard H
Series 63, Series 65, Series 66
Atlanta, GA
Monterey Wealth
Richard Holland is a financial advisor at Monterey Wealth with 14 years of industry experience. He holds the Series 63, 65, and 66 licenses and has worked at firms including Wealthspire Retirement Advisory, NFP Retirement, Inc., and Afs Advisors, LLC. Outside of his advisory role, Holland serves as a trustee for several family trusts and is a board member of the Dunwoody Police Foundation, a nonprofit organization; he also acts as Membership Chairman at The Standard Golf Club in Johns Creek, GA. Monterey Wealth provides investment advisory and financial planning services to individuals, including high-net-worth clients, corporations, and retirement plans. The firm offers tailored advice based on client objectives and risk tolerance, employing various strategies such as asset allocation and dollar-cost averaging, and manages both discretionary and non-discretionary assets.
Jay C
CFP®, Series 63, Series 65
Atlanta, GA
Monterey Wealth
Jay Cohen is a CFP® with 24 years of experience in the financial services industry. He has been with Monterey Wealth since 2020 and previously worked at LPL Financial, Independent Financial Partners, and M Holdings Securities. His other business activities include designing and implementing employee benefits, group life, disability, and retirement plans. Monterey Wealth provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as corporations and retirement plans. The firm tailors advice to client objectives and employs various investment strategies, managing both discretionary and non-discretionary assets.
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